Private Foundation

LEE AND DONNA METCALF CHARITABLE TRUST

Based in HELENA, MT, LEE AND DONNA METCALF CHARITABLE TRUST operates as a Private Foundation. The organization reported $125K in revenue, $51K in expenses, $1.4M in total assets for fiscal year 2024. Imperigo tracks 38 reported grants from this foundation totaling approximately $597K.

EIN: 276298924 HELENA, MT Latest filing: 2024

Total Revenue$125K

Total Expenses$51K

Total Assets$1.4M

Grants Given38

Grant Total$597K

Filing Years2020–2024

Sample Grants Given

UPPER SEVEN

HELENA, MT · 2024

TO FUND PUBLIC INTEREST LAW ISSUES

$20,000

UNIVERSITY OF MONTANA FOUNDATION

MISSOULA, MT · 2024

TO PROVIDE ACADEMIC SCHOLARSHIPS TO JOURNALISM STUDENTS AT THE UNIVERSITY OF MONTANA.

$8,452

FISH WILDLIFE AND PARKS FOUNDATION

HELENA, MT · 2024

TO FUND ANNUAL MAINTENANCE FOR MADISON BUFFALO JUMP STATE PARK.

$7,260

MONTANA FREE PRESS

HELENA, MT · 2023

TO SUPPORT MONTANA JOURNALISM.

$35,000

UNIVERSITY OF MONTANA FOUNDATION

MISSOULA, MT · 2023

TO PROVIDE A SCHOLARSHIP FOR LAW STUDENTS.

$18,284

Showing up to 5 of 38 total records — full history available with membership.

Officers & Directors

TRUSTEE Peter Michael Meloy

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO PROVIDE A SCHOLARSHIP FOR LAW STUDENTS.

$65,730 4 grants

TO FUND DEVELOPMENT DIRECTOR POSITION.

$60,000 2 grants

TO PROVIDE ACADEMIC SCHOLARSHIPS TO JOURNALISM STUDENTS AT THE UNIVERSITY OF MONTANA.

$52,868 7 grants

ROSEBUD BATTLEFIELD

$50,000 1 grant

TO HELP MONTANA FREE PRESS BECOME FIRMLY ESTABLISHED AS AN ON-LINE INVESTIGATIVE JOURNAL COVERING MONTANA STATE AND LOCAL EVENTS OF SIGNIFICANT PUBLIC CONCERN.

$50,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$125K	$51K	$1.4M
2023	$51K	$81K	$1.3M
2022	$30K	$90K	$1.3M
2021	$51K	$100K	$1.4M
2020	$50K	$89K	$1.4M

Between 2020 and 2024, reported annual revenue grew from $50K to $125K (+151%), with total assets most recently reported at $1.4M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CO, MT, NY.

CACOMTNY

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for LEE AND DONNA METCALF CHARITABLE TRUST

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports